About The Position

The Relationship Banker provides an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. The role offers financial solutions based on consultative conversations and refers clients to other business partners when additional expertise or growth opportunities are appropriate. The banker is cross-trained to perform teller duties as needed. The position handles client maintenance requests, problem resolution, and sales involving deposit, credit, convenience, and other products and services. It contributes to individual and branch service and sales targets, supports the team sales process, advises clients on consumer lending options, and takes loan applications. The role follows Truist Retail Community Bank Leadership Routines and applicable controls, procedures, and risk policies. It may involve teller transactions, greeting clients, and helping them navigate the branch. The posting notes a Saturday requirement and identifies the work shift as first shift.

Requirements

  • High school diploma or equivalent education.
  • Two years of client sales and service experience.
  • Experience sourcing and prospecting for new clients and building client relationships.
  • Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
  • Proficiency in basic computer applications, such as Microsoft Office.
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in the role, including required registration and applicable NMLS background check; must meet ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to travel as needed for temporary staffing needs; occasional travel and overnight stays may be included.
  • Ability to work weekends and/or extended hours.

Nice To Haves

  • Associate degree or higher.
  • Ability to handle multiple priorities under time constraints.
  • Excellent verbal and written communication skills.
  • Ability to respond professionally while maintaining a high level of service quality.
  • Experience discussing, recommending, and selling deposit, credit, and retirement products to consumer and small-business clients.
  • Demonstrated ability to meet or exceed sales goals.
  • General understanding of bank operations, policies, and procedures.

Responsibilities

  • Handle routine client maintenance requests, resolve problems, and perform sales functions involving deposit, credit, convenience, and other products and services.
  • Contribute to client service goals and individual and branch sales targets by offering products and services and developing, expanding, and retaining client relationships.
  • Conduct consultative conversations and address or refer complex client needs and financial goals to internal specialists.
  • Participate in all components of Truist Retail Community Bank Leadership Routines.
  • Build sales technique and product knowledge through meetings, training classes, and web-based learning.
  • Advise clients on consumer lending options and take loan applications.
  • Follow internal controls, operational procedures, risk management policies, and current guidelines.
  • Provide courteous client service while conducting transactions and uncovering needs; handle teller transactions as needed and help greet clients and guide them through the branch.
  • Travel as needed to accommodate temporary staffing needs, including possible temporary assignment or locale changes.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation in the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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